Tools I Like – Upcoming Series

I’m going to do a few posts on tools that I use on a daily basis for different financial parts of our life. I’ll talk about why I like them, and why you may be interested in using them as well. Before you decide – I’d strongly suggest you do your own due diligence.

I’ll include a referral link for each of these and make it clear how we both may benefit if you use my referral link. If you choose not to use my link, no problem at all.

My current plan is to have the series focus on the following 4 tools:

  • YNAB – a great budgeting tool
  • Sofi Money – a great checking/savings hybrid account
  • Sofi Invest – passive low/no-fee and active stock management
  • Tastyworks – one of the main trading platforms I use; amazing for options trading

Each of these are tools that I use just about every day in my personal finances and trading. These tools are likely not for everyone; so please don’t just take my word for it.

If you happen to stumble across this series and have a great financial planning tool suggestion, I’d love to hear it. I use a host of different ones on and off again, however I’ve not yet found one I truly find “sticky” for me… other than Excel.

Anyhow – I’ll get started on these posts over the next few days and hope to have all of them posted by the end of this month.